See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,340 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,488 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,824 | $64,612+46.8% | $86,436+9.7% | $64,808+46.3% |
| Participation rate | 93.4% | 81.5%+12.0pp | 80.3%+13.1pp | 71.5%+22.0pp |
| Annual return | -17.98% | 0.66%-18.6pp | 4394.89%-4412.9pp | 32.82%-50.8pp |
| Employer contribution / active EE | $1,144 | $2,744-58.3% | $3,769-69.6% | $2,506-54.3% |
| Participant deferral / active EE | $6,123 | $7,497-18.3% | $6,952-11.9% | $4,310+42.1% |
| Admin fee / account holder | $34 | $169-79.7% | $6,731-99.5% | $188-81.7% |